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This is Jason from the QuickBooks team. In QuickBooks Desktop you use invoices to tell customers what youre charging them for and how many days they have to pay their balance. Lets talk about how to customize your invoices, record and send them to customers, and track a customers balance. Select Create Invoices. First, lets take a tour of the invoice window. From the Ribbon, you can save, print, or email an invoice. You can also choose whether or not you want to print or email the invoice in a batch later on. Invoices have three sections to collect and organize data about a sale. The header, the item table, and the footer. QuickBooks uses each field you see on the form to collect info so that you can run reports later. For instance, if you want to run reports later to calculate the total sales by sales rep, make sure to enter the sales reps name in the Rep field. If you see a field on the invoice window that you dont need, or if you want to collect data on someth
